News

No Picture

My Favorite Posts This Week

I try to share good posts via Twitter.  A bunch of people were writing solid stuff this week:   A Little Knowledge is Dangerous – Nick Maggiulli – Surprising stat about survival rates for people lost in the wild.  Kids six and under have a surprisingly high survival rate while one of the lowest is for kids seven to twelve.  Younger kids follow their instincts.  Older kids overthink and panic.  This maps over to investing in that knowing a little bit can lead to devastating over-confidence. Is Robert Shiller Right that Passive Investing is Dangerous? – Cullen Roche, Chicken Farmer – This is a sensible layout of one argument in the active/passive debate, pointing out that the sides often aren’t even debating the same points. How to Deal with Market Moving News – Ben Carlson – Binary thinking and single variable analysis are killers to long-term portfolio success. Backtested Strategies:…

Read More

thank you

Two Years

I set up this website two years ago with no particular goal in mind.  I just wanted to see how difficult it was to buy a domain and start a blog.  It turns out that the set up was the easy part.  The writing is harder.  For the first year, I wrote sporadically.  In this second year, I have tried to post something every week.  I have had varying degrees of success!  Thank you for sticking with me as I continue to figure this whole process out! My two most popular posts of the last year are also my most popular posts of all time, in no small part to being included in the Abnormal Returns daily links (Thanks Tadas!): Pick Good Funds – The latest marketing from American Funds suggests that bad active managers are pulling down the whole group relative to the S&P 500 and all investors need to…